Security & retention

Source-linked intelligence with a defined data‑retention floor.

PermitIntel ingests public municipal permit records and related source artifacts to create commercial HVAC opportunity alerts. The launch posture is intentionally narrow: minimum viable integration, source lineage, and no indefinite retention of municipal-source payloads.

What may be processed

Municipal permit records can contain business and project data, including contractor names, owner or developer names, engineer names, site addresses, permit descriptions, source URLs, OCR text, and normalized extraction payloads derived from public records.

Project facts Address, permit number, jurisdiction, status, valuation, timing, and mechanical scope.

Contact fields Names, business phone numbers, and business emails only when present in the source path.

Retention standard

PermitIntel does not retain municipal-source payloads indefinitely. Production retention is enforced with a default 180-day window, measured from the later of the municipal published date or PermitIntel's first ingestion timestamp.

Default window 180 days for municipal-source payloads unless a design partner requires a stricter term.

Legacy records Newly ingested older permits are not purged immediately; retention uses first ingestion as a guard.

Automatic destruction flow

When records age out of the configured window, PermitIntel removes or redacts source artifacts and contact-bearing fields while preserving minimum safe audit lineage.

Deleted or redacted Stored artifacts, source URLs, site addresses, contact fields, OCR payloads, and source metadata.

Preserved for audit Event IDs, jurisdiction, timing, permit status, and high-level HVAC signal summaries.

Launch integration boundary

The design-partner launch can run as a zero-write feed into Teams, Slack, or email. CRM/API integration is a separate systems-integration phase, not required for the first operating pilot.

No CRM write required The first pilot can validate signal quality before touching buyer systems of record.

Feedback links Disposition links help calibrate the signal without granting broad internal-system access.